Fiduciary Accounting Manager

Why Grassi?
Our firm is consistently ranked by and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more.  Some of the ways we accomplish this include:

• Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
• Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
• "Dress for Your Day" dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
• Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
• CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
• Discounted gym memberships, wellness programs and a competitive benefits package

The Opportunity

The Fiduciary Accounting Manager is a member of the leadership team and plays a key role in the strategy and success of the practice. This role combines deep technical expertise in fiduciary and court accounting with strong leadership and client relationship management. The Manager ensures the delivery of high-quality, compliant, and timely services while fostering a collaborative, high-performing team culture.
 
Key Responsibilities

• Perform technical review of complex trust and estate fiduciary and court accountings.
• Lead and manage engagement teams to ensure accuracy, efficiency, and timely delivery of client work products.
• Manage and strengthen client relationships, serving as a trusted advisor to trustees, attorneys, banks, and family offices.
• Provide estimates for new engagements and prepare all required documentation for onboarding new clients and matters.
• Ensure compliance with all firm processes and procedures, eDocs, engagement setup, and technology initiatives.
• Review and interpret trust agreements, estate planning documents, fiduciary accounting principles, and applicable state principal and income acts.
• Review tax-related documents including Forms 706, 1041, and K-1s, as well as bank and brokerage statements and other supporting documentation.
• Develop and implement operational efficiencies to improve quality, turnaround time, and engagement profitability.
• Monitor engagement economics, including billing, collections, staff utilization, and workload assignments.
• Oversee timely and accurate billing and follow up on outstanding receivables.
• Build and maintain strong working relationships with internal teams and service lines.
• Supervise, coach, and develop staff; support recruiting efforts and contribute to a flexible, inclusive, and team-oriented culture.
• Complete required self-study and continuing education to maintain technical expertise in fiduciary accounting, tax concepts, and relevant software applications.

 
Required Qualifications:

• Bachelor's degree.
• Minimum of 6 years of fiduciary and/or court accounting experience within a bank, law firm, or CPA firm.
• Uniform Principal and Income Act knowledge across jurisdictions- (states)
• Proven experience managing teams, client engagements, and complex fiduciary matters.
• Advanced technical knowledge of fiduciary accounting and fiduciary tax concepts.
• Experience reviewing complex trust and estate accountings and IRS Forms 706, 1041, and K-1s.
• Strong understanding of trust structures, terminology, and estate planning documents.
• Ability to research and apply state-specific principal and income acts and other fiduciary laws.
• Proficiency with GEMS and FAS software as well as Microsoft Word and Excel.
• Strong leadership, organizational, and client-facing skills.
• Demonstrated relationship management capabilities.
• Experience working with large, complex trusts and estates.
• Experience supporting family offices.
• Demonstrated analytical, problem-solving, and interpersonal excellence.

About Our Firm
As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.
 
Grassi's Company Culture
Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi's own nonprofit clients.